ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 40 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,653,000 | -14.2% | 116,057 | -9.5% | 0.00% | 0.0% |
| Q2 2023 | $4,257,000 | -1.5% | 128,217 | -4.1% | 0.00% | 0.0% |
| Q1 2023 | $4,322,000 | -42.2% | 133,734 | -44.9% | 0.00% | -50.0% |
| Q4 2022 | $7,479,000 | +43.3% | 242,597 | +24.9% | 0.00% | 0.0% |
| Q3 2022 | $5,219,000 | +354.2% | 194,288 | +406.3% | 0.00% | – |
| Q2 2022 | $1,149,000 | -39.7% | 38,374 | -28.6% | 0.00% | – |
| Q1 2022 | $1,905,000 | -74.7% | 53,725 | -72.8% | 0.00% | -100.0% |
| Q4 2021 | $7,524,000 | +56.0% | 197,846 | +56.2% | 0.00% | +100.0% |
| Q3 2021 | $4,823,000 | -28.0% | 126,649 | -26.8% | 0.00% | -50.0% |
| Q2 2021 | $6,694,000 | +4.2% | 173,061 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $6,426,000 | -29.9% | 170,892 | -29.8% | 0.00% | -33.3% |
| Q4 2020 | $9,169,000 | +47.7% | 243,551 | +33.3% | 0.00% | +50.0% |
| Q3 2020 | $6,209,000 | +229.7% | 182,723 | +204.5% | 0.00% | +100.0% |
| Q2 2020 | $1,883,000 | +79.5% | 60,014 | +51.3% | 0.00% | 0.0% |
| Q1 2020 | $1,049,000 | -65.5% | 39,672 | -59.3% | 0.00% | 0.0% |
| Q4 2019 | $3,038,000 | +190.4% | 97,457 | +173.7% | 0.00% | – |
| Q3 2019 | $1,046,000 | +111.3% | 35,601 | +113.6% | 0.00% | – |
| Q2 2019 | $495,000 | -80.0% | 16,671 | -80.7% | 0.00% | -100.0% |
| Q1 2019 | $2,469,000 | -40.6% | 86,453 | -46.7% | 0.00% | -50.0% |
| Q4 2018 | $4,155,000 | +66.9% | 162,281 | +98.5% | 0.00% | +100.0% |
| Q3 2018 | $2,490,000 | -17.3% | 81,737 | -19.5% | 0.00% | 0.0% |
| Q2 2018 | $3,012,000 | -26.2% | 101,549 | -23.9% | 0.00% | -50.0% |
| Q1 2018 | $4,083,000 | +141.3% | 133,467 | +140.6% | 0.00% | +100.0% |
| Q4 2017 | $1,692,000 | +175.1% | 55,470 | +171.9% | 0.00% | – |
| Q3 2017 | $615,000 | +44.7% | 20,403 | +35.2% | 0.00% | – |
| Q2 2017 | $425,000 | +1534.6% | 15,096 | +1446.7% | 0.00% | – |
| Q1 2017 | $26,000 | – | 976 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 296,037 | $9,567,593 | 7.70% |
| Shore Point Advisors, LLC | 277,186 | $8,958,360 | 6.79% |
| Straight Path Wealth Management | 172,756 | $5,583,288 | 4.44% |
| Klaas Financial Asset Advisors, LLC | 515,399 | $16,657,129 | 3.85% |
| Armbruster Capital Management, Inc. | 422,405 | $13,651,665 | 3.49% |
| Tacita Capital Inc | 100,180 | $3,238 | 2.44% |
| ATLAS CAPITAL ADVISORS LLC | 420,264 | $13,582,470 | 2.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,766,417 | $412,597 | 1.87% |
| CABOT WEALTH MANAGEMENT INC | 324,268 | $10,480 | 1.65% |
| Kathmere Capital Management, LLC | 294,250 | $9,509,826 | 1.56% |